Table of Contents

Introduction

You can add notes during the call or after the call to keep track of what you have discussed with your customers and to-do tasks to follow up with them later.

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If you are in the call, please find Notes button on the call popup.

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The add Notes Note popup will be displayed for you to enter the information.

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Or click on Notes icon at the bottom, select the Note popup will be displayed.

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Select Call Log entity and enter Call log id to add a notes.

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the note:

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Click Save when you complete.

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On Call Log Notes List, click Delete button on the notes you want to updatedelete:

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Click Yes on Confirmation popup to delete the note:

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